See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,877 | $115,770-87.1% | $101,248-85.3% | $158,922-90.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 64.30% | 56.14%+8.2pp | 46.47%+17.8pp | 302.83%-238.5pp |
| Employer contribution / active EE | $1,209 | $4,175-71.0% | $3,660-67.0% | $4,761-74.6% |
| Participant deferral / active EE | $2,213 | $4,957-55.4% | $4,370-49.4% | $5,982-63.0% |
| Admin fee / account holder | $4,393 | $7,245-39.4% | $5,945-26.1% | $11,246-60.9% |